See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,214 | $100,773-80.9% | $88,946-78.4% | $142,382-86.5% |
| Participation rate | 93.3% | 74.3%+19.0pp | 68.8%+24.5pp | 80.1%+13.2pp |
| Annual return | 12.87% | 70.18%-57.3pp | 57.82%-44.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $783 | $2,918-73.2% | $2,555-69.3% | $4,299-81.8% |
| Participant deferral / active EE | $544 | $5,230-89.6% | $4,581-88.1% | $6,507-91.6% |
| Admin fee / account holder | $190 | $9,693-98.0% | $8,261-97.7% | $12,624-98.5% |